Confluence Financial Partners

Confluence Financial Partners Your life. Your legacy. Our mission, Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser.

Registration of an investment adviser does not imply any level of skill or training. The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. Please ref

er to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov. Confluence has entered into a branding arrangement with the Pittsburgh Steelers, which allows us to use the team’s name and logo in certain marketing materials. This relationship is strictly promotional and does not imply that the Steelers endorses the firm or its services. The firm compensates the Steelers for this arrangement.

Wealth does not typically change in a single moment. It often evolves in stages, and with each stage can come added comp...
06/01/2026

Wealth does not typically change in a single moment. It often evolves in stages, and with each stage can come added complexity in how decisions are made, structured, and aligned.

Our latest article explores some of the considerations that may arise at $5M, $10M, $25M, and $50M+, and how the shift can be not only financial, but also behavioral and structural.

Written by Greg Weimer, CEO of Confluence Financial Partners, this piece discusses how wealth transitions may impact decision-making, coordination, and long-term planning in ways that are not always anticipated.

Read the full article here: https://ow.ly/zMWQ50Z6jAT

We’re getting close. The Walk for Children’s presented by UPMC and UPMC Health Plan is just about a week away.Our Conflu...
05/30/2026

We’re getting close. The Walk for Children’s presented by UPMC and UPMC Health Plan is just about a week away.

Our Confluence Financial Partners team is working towards our goal, and every donation helps move us forward.

When you give, you can select a member of our team to support, making your impact more personal while helping us reach our goal. Thank you for your support and for being part of this effort.

Donate here: https://ow.ly/Nv8R50Z5EGV

05/29/2026

Great ideas rarely come from a single perspective.

In this episode of Living Your Legacy, Greg Weimer sits down with Bill Bishilany, founder of Mileage Design, to talk about the power of collective experience and how it can shape better problem solving.

Bill shares how diverse backgrounds, industries, and perspectives create stronger thinking, especially when building strategies in a rapidly evolving digital world. From human-centered design to AI-driven marketing, the common thread is simple. He believes, the more experiences you bring to the table, the better you are equipped to solve real problems.

Listen now to hear how collective experience becomes a competitive advantage in business and beyond. https://www.confluencefp.com/podcasts/bill-bishilany/

05/28/2026

A strong digital strategy is not one thing. It is a mosaic of connected pieces working together.

In this clip from Living Your Legacy, Greg Weimer sits down with Bill Bishilany, founder of Mileage Design, as he breaks down how web design, structure, content, technical SEO, and trust signals all come together to create visibility and credibility online.

Watch the full episode to hear the complete conversation. https://ow.ly/Ek1s50Z5enx

Our newest episode of Living Your Legacy is live!What happens when human-centered design, entrepreneurship, and modern d...
05/27/2026

Our newest episode of Living Your Legacy is live!

What happens when human-centered design, entrepreneurship, and modern digital marketing collide?

In this conversation, we explore how Bill Bishilany went from construction management to building Mileage Design, a digital marketing firm shaped by diverse experience, curiosity, and a willingness to rethink how problems get solved.

We also dig into how AI-driven marketing is reshaping search, visibility, and decision-making, and why understanding human behavior still sits at the center of it all.

Listen now for a conversation on growth, adaptability, and what it means to stay relevant in a rapidly changing world. https://ow.ly/hlgg50Z4Ioa

On Memorial Day, we pause to honor and remember the men and women who made the ultimate sacrifice in service to our coun...
05/25/2026

On Memorial Day, we pause to honor and remember the men and women who made the ultimate sacrifice in service to our country.

Their courage and commitment are not forgotten. Today, and always, we are grateful.

Many wealth strategies are built over time, often involving multiple financial professionals, and may not always be full...
05/22/2026

Many wealth strategies are built over time, often involving multiple financial professionals, and may not always be fully coordinated as a whole. That gap can matter.

As financial lives grow more complex, it is not uncommon to accumulate different advisors, accounts, and strategies that were not originally designed to work together.

In some cases, the result can be a portfolio that is active, but not fully aligned.

Our Wealth Management team works with clients to help bring those moving parts into better coordination. The goal is on creating a more intentional structure where investments, planning, taxes, and long-term goals are considered together.

Because improvement doesn't always come from adding more pieces. It can come from how they fit together. If this sounds familiar, let's have a conversation.

https://ow.ly/alje50Z2gkF

05/19/2026

For Lou and Veronica Guarino, Louis Anthony Jewelers isn’t just a store, it’s their home.

Every client who walks through the door is greeted with the same care, warmth, and attention they would give a guest in their own living room.

It is this dedication to hospitality and human connection that turns first-time clients into lifelong relationships and makes their jewelry store unlike any other.

Listen to the full Living Your Legacy podcast and discover how Lou and Veronica bring warmth, care, and a personal touch to every client, creating a home away from home in their jewelry store. https://www.confluencefp.com/podcasts/guarinos/

Our team is participating in the Walk for Children’s presented by UPMC and UPMC Health Plan. Donations raised through th...
05/18/2026

Our team is participating in the Walk for Children’s presented by UPMC and UPMC Health Plan. Donations raised through the event benefit the Children’s Hospital Foundation.

As you donate, you’ll have the option to support a member of our team, bringing a personal connection to your impact. Thank you for your support and for helping us move this forward.

Donate here: https://ow.ly/YMlj50Z15GE

The schedule is officially out, and we are ready for another season of Steelers football.As proud Wealth Management Part...
05/15/2026

The schedule is officially out, and we are ready for another season of Steelers football.

As proud Wealth Management Partner of the Pittsburgh Steelers, we are excited to cheer on the Black and Gold all season long. We look forward to another season filled with energy, passion, and the tradition that makes Steelers football so special. https://www.steelers.com/schedule/2026/

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732 E McMurray Road
McMurray, PA
15317

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+17242718801

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